For extensive resources on processing payments in The Raiser's Edge, please visit our BBMS/Raiser's Edge Resource Center: https://docs.blackbaud.com/bbmsforre-docs/. While focused on BBMS, many of the resources focus on processes in The Raiser's Edge.

On the Fields tab, ensure the Gift Information > EFT? field is included as a data entry field, along with specific credit card fields such as Credit Card Number.

Click Data Entry.

On the data entry screen, select Tools, Automatically Generate Transactions/Payments from the menu bar. Select the appropriate options, such as gift type and payment type, and click Generate Now. The Raiser's Edge automatically loads outstanding EFT gifts into the data sheet, which now includes all of the fields necessary for EFT transmission. Note:If you are manually adding gifts to the batch, skip this step and proceed to step 5.

Verify the box in the EFT? field is marked.

Select Tools, Create EFT Transmission Files from the menu bar.

Check the box beside Create Credit Card Transmission files. Select the correct merchant account that you would like these gifts to be processed through.

Select Create Now.

The Raiser's Edge automatically sends an EFT transmission file for authorization and processing by the gateway. The gateway returns authorization and rejection codes, which automatically populate the batch's Authorization and Rejection Code columns.

Commit the batch, marking Create a batch of exceptions. Any gifts that returned rejection codes will not be committed.

Enter gifts in the data sheet, leaving the Authorization code field blank. If using a recurring batch, update the batch as needed and remove any information from the Authorization code field.Note: If the credit card information is grayed out, select Credit Card for the Pay Method.

After entering all gifts, select Tools, Authorize Credit Card Transactions from the menu bar. (Your option may also say Create EFT Transmission File). The Raiser's Edge automatically sends a transmission file to the gateway for authorization and processing. The gateway returns authorization codes, which automatically populate the Authorization code column.

When ready to commit the batch, select File, Commit the Completed Batch. Check the information on each tab to confirm that all of the appropriate options are selected. If using a recurring batch, select the Recurring Batch tab and enter the Gift Date and the Post Date. The Raiser's Edge should generate a new batch number.

Select either Financial Institution or Merchant Account. (Note: In earlier Raiser's Edge versions, IATS may appear in place of Merchant Account.)

If Merchant Account is selected, select the appropriate merchant account from the Account drop-down menu.

If Financial Institution is selected:

Select the correct Sponsoring Bank from the drop-down. This should match the Sponsoring bank in Config.

Select the appropriate Bank file format

Click on the ellipses to select/create the direct debit file that you will send to your sponsoring bank for processing.

NOTE: Creating the Transmission File using the Financial Institution option does not actually process the direct debits. The exported file must be sent to your sponsoring bank/financial institution to receive the funds. Please contact your sponsoring bank/financial institution regarding how to provide this file to them and their specific direct debit processes.

Under Control Report, mark the Create control report checkbox and mark Print or Preview.

We are rolling this functionality out in phased waves, if you do not see this functionality in your web view database it is because you have not received it yet. Please be patient as everyone will have it soon.

1. Log in to the web view

2. Go to the Home tab and choose "Add gift "or go to a constituent record, under the Gift history tile, choose "Add gift"

3. Enter the appropriate information for the gift

Note: we are only able to add donations(cash) at this time but look out for more gift types in a future release

Note: the fields marked with an * are required. Currently, the web view does not respect the required fields selected in the database view.

4. Under payment method, choose direct debit (you should then see additional fields appearing to the right)

Note: The address that appears is the default address on this constituent's record. If you need to change the address choose the arrow pointing back next to the address listed.

7. Click Finish and pay (you will receive a success pop up if the transaction is approved)Note:If the card is not approved review the list ofrejection codesto understand why and update the card details

8. The gift will show a message that is has been authorized. Then click save

Note:The gift with be pre-approved but will not be processed until you save the gift record. Once the gift has been saved you can review the received status.

9. The transaction will appear on the Gift history tab of the constituent once the gift is saved and closed

10. If you open the gift record you can view the transaction details under payment information

11. Click view direct debit information for detail

For more information regarding adding gifts through the web view, review our in product help